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Popular Frequently Asked Questions

See all of our FAQ help points

Under ISAs why does it show separate rates for growth and income?
Some stocks and shares ISAs are designed to distribute income and if you choose not to take the income it is reinvested back into the ISA. The ISA may, therefore, increase in value by the reinvested income and by any increase in the valuation of the share/stock holdings that make up the ISA.
I have answered all the questions and my current progress shows less than 100%?
Do not worry if this occurs as you may have legitimately skipped a step. Lifeplan will still calculate in most cases where progress is less than 100%.
What does LifePlan mean by second home?
A second home (or more homes) are multiple residences that you own and live in. These do not include any Buy-To-Let properties that you own – these are dealt with in the Assets and Investments section.
What does LifePlan mean by Downsize/Equity Release?
Downsize / Equity Release is where you release all or a proportion of any equity that has accumulated in your home by either selling or re-mortgaging your home. LifePlan asks you if you wish to repay any outstanding mortgage with the equity that is released.  Note: If you plan to sell your home to fund care home costs please answer ‘no’ to Downsize and complete the Care Home Costs section in Expenditure.
Why is there no end date for credit cards and repayment loans.
LifePlan will estimate when your credit card balance and/or repayment loan will be repaid from your current balance, interest rate and expected monthly payments.

Retire Easy Ltd.

RetireEasy is the UK’s only independent retirement planning tool. LifePlan gives you an overview of all of your assets – including investments, pensions, savings, business assets and properties – and the income you will receive after liabilities such as debts, mortgages and income tax. It is not just a snapshot, but shows you how your finances will evolve throughout your retirement.

With Premium LifePlan you can model a Lifetime Mortgage, create and compare up to 10 scenarios of your financial future, radically reduce life insurance costs through a Life Assurance Premium Checker and you can print user-friendly narrative reports.

RetireEasy was established in 2011 and has helped thousands of users to understand their finances throughout retirement and adjust their plans to ensure that their money will last.


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New features on RetireEasy.

Not yet retired?

You can now include all your additional savings, investments and Pension Contributions between now and your retirement, taking into account increasing these Additional Contributions year-on-year and stipulating whether these are one-off or recurring contributions. As always, you can revisit these projections and change them at any time either when your expectations change, or you have real numbers to replace projections already made.

New useful charts?

There are now three additional charts, further breaking down your assets and income.

Download your data in a spreadsheet?

You can now also download spreadsheets giving you the opportunity to view all of your entered information, and your entire LifePlan in one glance.

Sign up now